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Gainplan’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Gainplan’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.5M Sell
13,071
-204
-2% -$68.1K 1.77% 10
2026
Q1 		$3.97M Buy
13,275
+507
+4% +$159K 2.97% 7
2025
Q4 		$4.02M Sell
12,768
-337
-3% -$105K 1.51% 6
2025
Q3 		$4.03M Sell
13,105
-831
-6% -$246K 1.71% 9
2025
Q2 		$3.98M Sell
13,936
-14,282
-51% -$3.76M 1.81% 7
2025
Q1 		$7.25M Sell
28,218
-3,387
-11% -$917K 4.7% 4
2024
Q4 		$8.52M Buy
31,605
+3,122
+11% +$846K 3.24% 6
2024
Q3 		$7.11M Buy
28,483
+857
+3% +$217K 3.36% 5
2024
Q2 		$6.9M Buy
27,626
+1,059
+4% +$254K 3.33% 5
2024
Q1 		$6.37M Buy
26,567
+1,117
+4% +$256K 3.08% 4
2023
Q4 		$5.55M Buy
25,450
+3,992
+19% +$816K 2.91% 6
2023
Q3 		$4.2M Buy
21,458
+878
+4% +$179K 5.84% 4
2023
Q2 		$4.17M Buy
20,580
+1,025
+5% +$196K 2.27% 6
2023
Q1 		$3.65M Buy
19,555
+1,307
+7% +$238K 2.33% 4
2022
Q4 		$3.18M Buy
+18,248
New +$3.2M 7.59% 3

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gainplan's VV Position: Q2 2026 in Review

Gainplan reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.5% in Q2 2026, selling an estimated $68.1K and leaving 13,071 shares worth $4.5M. The position accounts for 1.77% of the portfolio, ranked #10.

Gainplan first reported a position in VV in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.52M in Q4 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Gainplan held 13,071 shares of Vanguard Morningstar Large-Cap ETF worth $4.5M as of Q2 2026.
  • Gainplan sold 204 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $68.1K.
  • Vanguard Morningstar Large-Cap ETF made up 1.77% of Gainplan's portfolio in Q2 2026, its #10 holding.
  • Gainplan first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Gainplan's Vanguard Morningstar Large-Cap ETF position peaked at $8.52M in Q4 2024.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Gainplan's 13F filing for Q2 2026, filed 7 Jul 2026.